Jack George

Jack George is an Associate Financial Planning Consultant dedicated to helping clients build confidence in their financial futures through personalized guidance and clear communication. He is fully licensed with FINRA Series 7, 63, and 65 registrations, allowing him to provide comprehensive support across investment, advisory, and financial planning needs. Before joining his current firm, Jack worked as a junior investment advisor in the independent space, where he developed a strong foundation in portfolio construction, client education, and long-term planning. He also brings valuable experience from his time in client services, where he learned the importance of listening deeply and building lasting relationships. Originally from Danville, California, Jack graduated from San Diego State University with a degree in International Finance. Outside of work, he enjoys hiking, playing guitar, and cheering on his favorite baseball team, the Sacramento A’s.